He who fumbles must be humble.

The Stew: Team Stewardship Newsletter

August 2022

Hello Stewies! The students are back, and fall (eh hem… football) is just around the corner! It’s an exciting time to be in Athens as fresh faces join our community. Speaking of fresh, many of you are rolling out new, innovative stewardship in the new fiscal year while hosting fall donor recognition events. We all have a lot of exciting things to look forward to!

 

It was fun and informative to hear several stewardship disasters at our recent meeting. Thank you to our speakers for being open and honest! We all make mistakes, and supportive groups like Team Stewardship help us learn from them together. I feel certain that the successes of this talented group of stewardship professionals far outshine any disasters. Thank you for being an important part of UGA’s stewardship community!

 

Tony Stringer

Senior Director of Donor Relations & Stewardship

Stewardship Spotlight

College of Public Health

THANK YOU, College of Public Health, for hosting an exciting and informative Team Stewardship! We heard from Stewie Lynnsey Lafayette and Associate Dean Erin Lipp about the top priorities at CPH, including student assistantships, the CARE Center, and the Health Equity Hub. We also learned about The 2005 Society, a society named in honor of the year the college was founded. Gifts contributed to the College of Public Health Fund are used to support financial needs in the form of scholarships, housing, and travel.

 

For more information, reach out to Lynnsey Lafayette.

Presentation Notes

Creating a Stewardship Matrix

We used the basics of disaster management to remind us of the importance of creating and sharing a clear stewardship plan of action. Every unit’s stewardship matrix will look different and can be based on your needs, such as your unit’s giving levels, donor type, volunteer groups, etc. Some helpful tips that were shared at Team Stewardship:

  • Examine your plan annually and determine constituent groups at risk of decreasing engagement and gift retention.
  • Include proactive systems of communication to keep donors excited about their relationship with UGA.
  • Stay organized and inform others in DAR about your plan so that they can work with you more easily.

After you have created your plan and shared it with colleagues for accountability, be sure to establish a clear project leader who knows how to delegate, stay organized, and make quick, thoughtful decisions. 

 

For more information, reach out to Melissa Lee.

Donor Relations & Stewardship Matrix
Make your own Stewardship Matrix

Preventing  Scholarship Stewardship Disasters

Disaster preparedness and management focuses on creating plans to decrease the effect of disasters when they do occur. Follow these steps to ensure your scholarship stewardship runs as smoothly as possible:

 

STEP 1: Fund Management

Understand what is going on with your funds: 

  • Review allocations when UGAF sets annual spending budgets.
  • Manage donor expectations with clear communication when gifts are made.
  • Analyze fund agreements when questions are asked.

STEP 2: Awarding

Since awarding is often removed from development office responsibilities, prevent the most common disasters by:

  • Reviewing award amounts, spending, and spending budgets to maximize impact.
  • Ensuring that award preferences are followed.
  • Marking award timelines in your calendar.
  • Communicating with donors when awards are made.

STEP 3: Recipient Interactions

  • Provide students with expectations for the year.
  • Introduce yourself as a point-of-contact.
  • Provide detailed instructions on events/meetings to both donors and recipients.
  • Educate your recipients on their donors and what it means to be a recipient. 

When things don’t go as planned, determine what can be done, communicate with the donor how the issue was addressed, and adjust for next time.

 

For more information, reach out to Lauren Schlesinger.

Donor Meeting Tips

Stewardship Disaster Takeaways

Thank you, Lynsee Miller (Terry College), Catherine Henry (Terry College), Mary Alston Killen (Franklin College), and Kate Lovin (Parent Giving), for your openness to share “disaster stewardship” stories. Some takeaways included:

  • Check your work and have others check behind you.
  • Build relationships with donors and colleagues–both are important to your success.
  • Utilize GAIL.
  • Request hard copy proofs of stewardship pieces for review.
  • Always read the contract.
  • Never assume anything!

Institute for Disaster Management

Team Stewardship was held at the Institute for Disaster Management (IDM) on the Health Sciences Campus. The director at IDM, Curt Harris, explained the difference between a disaster and an emergency, and he shared the great work that IDM is doing across the globe. To make sure we left with an actionable skill, he walked us through a simulated disaster similar to those that students experience. We learned that a sensory experience with sound, light, and visuals can distract from your ability to make clear decisions if you are not prepared. And, we learned the importance of Stop the Bleed. All buildings on campus have a Stop the Bleed kit. We hope you will never need to use it, but locate yours so that you’ll know what is available to you in an emergency.

 

For more information about the great work of these UGA experts, reach out to Curt Harris.

 

Announcements

2022 Stewardship Consultations

We are in the home stretch! With just a few units left, Stewardship Consultations will be completed by the end of 2022. Daynes will share what she has learned from these meetings at the next Team Stewardship on November 15th.

 

Thank you to Stewies in Franklin College, CAES, Terry College, Ecology, Education, Engineering, Environment & Design, Forestry, GMOA, Grad School, Honors, Journalism, Law, Libraries, Pharmacy, Public Health, Social Work, Vet Med, SPIA, Student Affairs, Parent Giving, Planned Giving, Public Service & Outreach, Botanical Garden, and Georgia Commitment Scholarships! Sharing your stewardship plans will help us learn how we can serve you better in the central office.


For more information, reach out to Daynes Parker.

Annual Gift Stewardship

 

Automated Acknowledgement for Schools and Colleges

Great news for people who like to make their jobs easier! We now offer stewardship emails designed and built in our office to automatically send through GAIL.

 

What does that mean? We work with you to design an acknowledgement email that works for your unit. Then, we work with Advancement Services to set it up in GAIL to send weekly to your donors! Once it’s approved, you can rest assured your donors will be thanked each and every week.

 

We hope this serves as an economical and timely way to acknowledge your donors, helps you out if you’re feeling understaffed, or just provides a great supplement to your already amazing work!


Currently we can offer one email per unit. You can see examples here and here.

 

For more information, reach out to Daynes Parker.

Presidents Club

FY22 Presidents Club decals reflecting campus-wide giving between July 1, 2021-June 30, 2022 will reach mailboxes this week. Members will also be listed in the online Honor Roll of Donors through the Annual Report website. These are set to drop in October. Calli Choe is your contact for inquiries about Presidents Club recognition. 

 

The Annual Presidents Club Reception will be held on Friday, October 7, 2022 from 5 - 7PM at Tate Grand Hall. Invitations will be sent electronically to guests after Labor Day. Jordan Dotson is your contact for inquiries about the reception.

PAW Society

The annual PAWS Reception recognizes UGA faculty, staff, and retirees who gave $1+ to the University during the previous fiscal year and/or have documented a planned gift. This year’s  event is this Friday, August 26th from 3:30 - 5PM at the Georgia Center for Continuing Education. 

Major Gift Stewardship

 

FY22 Financial Endowment Reports

Thanks to all who sent edits to their stewardship recipient lists and updated the thank you message for your unit’s reports! We are moving through the process and will receive the full set of FY22 financial information from UGA Foundation in September. Reports are still on track to mail in November.

 

For more information, reach out to Caitlin Lacey.

Faculty Gratitude Reports

Messages of thanks from 124 faculty will reach the mailboxes of 138 donors in September! You can view the mailing list here. Caitlin will email the PDFs of the inserts to Stewies once they are ready.

 

For more information, reach out to Caitlin Lacey.

Scholarship Gratitude Reports

FY22 Reports will be reaching 653 constituent households this week! Thank you to everyone who played a part in this collaborative mailing.

 

FY23 Reports will be mailed in three rounds, with the first mailing in Spring 2023.

  • First Round: Collection in fall 2022 and printing in spring 2023
  • Second Round: Collection in spring 2023 and printing in summer 2023
  • Third Round: Collection in summer 2023 and printing in fall 2023

For more information, reach out to Lauren Schlesinger.

Save the Date

PAWS Reception

August 26, 2022 | 3:30 - 5PM

Mahler Hall - Georgia Center for Continuing Education

For more information, reach out to Calli Choe.

 

Fall Development Meeting

September 12, 2022 | 8:30AM

Special Collections Library, 2nd Floor - Auditorium 271

 

ADRP Conference

September 21-23, 2022

Albuquerque, New Mexico

 

Presidents Club Reception

October 7, 2022 | 5 - 7PM

For more information, reach out to Jordan Dotson.

 

Division Meeting

October 17, 2022

Tate Grand Hall

 

Heritage Society Football Tailgate

November 5, 2022 | Time TBD

For more information, reach out to Megan Powell.

 

Team Stewardship

November 15, 2022 | 11AM - 2PM

Flinchum’s Phoenix hosted by Warnell School of Forestry and Natural Resources

For more information, reach out to Melissa Lee.

 

Team Stewardship

May 18, 2023 | 11AM-2PM

UGA Veterinary Teaching Hospital hosted by College of Veterinary Medicine

For more information, reach out to Melissa Lee.

Resources
August 2022 Presentation
  • View the Four Pillars of Donor Relations presentation from the Leadership Annual Giving Meeting in July.
  • View the Student Guide to Dressing Professionally.
  • View our Stewardship Matrix  and make your own by downloading this template.
  • View photos from Donor Relations and Stewardship events.
  • Submit your event to the UGA Calendar of Events.
  • Use the UGA Strategic Plan, UGA Brand Resources, Development Style Guide and Messaging Map, Development Stock Photos , Thank a Donor Day 2022 Photos, and Impact Georgia for stewardship inspiration.
  • Learn more about Donor Relations and Stewardship.

 

Do you have news to share in the next issue? Reach out to Caitlin Lacey!

Team Stewardship

Development and Alumni Relations

Donor Relations and Stewardship

Quarters B | 100 Spear Road

Athens, GA 30602

 

Caitlin Lacey

Donor Reporting Coordinator

cslacey@uga.edu

Gratitude

Team Stewardship is an internal professional development community for stewardship professionals at the University of Georgia. You received this newsletter because you have been identified as a "Stewie" due to your role as an administrative, development, or external affairs professional who writes acknowledgements, creates donor communications, or coordinates donor recognition and events.

 

If you are no longer in a stewardship position and no longer need to receive these newsletters, please reach out to Melissa Lee.

 

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